DBA: VILLAFRANCO WEALTH MANAGEMENT
| Total AUM | $299.1M |
| Discretionary | $98.8M33% of AUM |
| Non-Discretionary | $200.4M |
| Client Accounts | 122 |
| Avg Account Size | $2.5M |
| Employees | 4 |
| Peak AUM | $373.0MMar 2008 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $299M | +5.5% | +9.0% | +1.8% | |
| Discretionary AUM | |||||
| Total AUM | $299.1M |
| Discretionary | $98.8M |
| Employees | 4 |
| Client Accounts | 122 |
| Client Range | 1-10 |
Phone
2013761507
Filing History
55 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$99M
33.0% of AUM
Non-Discretionary
$200M
67.0% of AUM
Disc. mix ▲ 1.2pp vs 1 year ago
Custody
| +0.5% /yrover 25 yrs · 55 filings |
Total AUM
$299M
| $99M |
| +9.5% |
| +10.1% |
| +3.3% |
| Non-Disc. AUM | $200M | +3.6% | +8.4% | +1.1% |
| Total Accounts | 122 | 11.6% | 1.1% | +19.1% |
| Avg Account Size | $2M | +19.3% | +10.1% | 14.5% |
| Employees | 4 | 20.0% | 7.2% | 4.4% |
| AUM / Employee | $75M | +31.9% | +17.4% | +6.4% |
Client AUM Segments | |||||
| Wealth AUM | $132M | +4.6% | +9.5% | +4.6% | |
| Institutional AUM | $145M | +5.6% | +7.2% | 0.7% | |
| Fund / Pooled AUM | $22M | +10.6% | +19.4% | +4.0% | |
Client Count Segments | |||||
| HNW Clients | 46 | 2.1% | +8.5% | +6.9% | |
| Institutional | 2 | 0.0% | +26.0% | 0.0% | |
| Pooled / Fund | 2 | 0.0% | 0.0% | 0.0% | |
| Individuals | 26 | +8.3% | +9.1% | +10.2% | |